Real Vision: Finance & Investing cover image

The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy

Real Vision: Finance & Investing

00:00

Is It a Range-Born Market?

We're already pre screening and pre selecting fort the quality stocks that have shown that they can manage their earnings through an entire cycle. We're kind of trying our best to get around that risk. And then energy, ah, if the big risk to the economy is that we're going to get spike and energy prices, you're getting that on your heads that we talked about. I think, i think you're right to identify that the objective here is to keep your capital intact. If you can get through this next two to three years, which i think could be quite tricky,. You may well see very cheap assets, but it's about getting through that next 2 to 3 years, which

Play episode from 49:26
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app